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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBL
401
Beck Bode LLC
Massachusetts
$512K -$438K -4,498 -47%
BCM
402
Becker Capital Management
Oregon
$509K -$16.3K -167 -3%
MWM
403
Mascoma Wealth Management
New Hampshire
$504K – – –
FA
404
Fortis Advisors
Pennsylvania
$502K +$2.34K +24 +0.5%
PAS
405
Park Avenue Securities
New York
$496K +$3.6K +37 +0.7%
TF
406
Tompkins Financial
New York
$488K – – –
SM
407
Sweeney & Michel
California
$482K +$2.24K +23 +0.5%
WTC
408
WhitTier Trust Company
Nevada
$479K -$876 -9 -0.2%
VFG
409
Victory Financial Group
Texas
$477K -$146K -1,498 -24%
AT
410
American Trust
Kentucky
$476K +$114K +1,169 +32%
PA
411
Parallel Advisors
California
$476K +$11.7K +120 +3%
MWM
412
Meridian Wealth Management
Kentucky
$475K +$20.5K +211 +5%
BFS
413
Bradley Foster & Sargent
Connecticut
$473K – – –
SFC
414
SYM Financial Corp
Indiana
$469K – – –
IAG
415
Investment Advisory Group
Massachusetts
$469K – – –
SWM
416
SeaCrest Wealth Management
New York
$468K -$195K -2,000 -30%
PRP
417
Peak Retirement Planning
Ohio
$467K +$82.4K +846 +22%
BH
418
Burk Holdings
Oklahoma
$462K – – –
EWA
419
Exencial Wealth Advisors
Oklahoma
$461K – – –
KHC
420
Koesten Hirschmann & Crabtree
Kansas
$459K – – –
Lido Advisors
421
Lido Advisors
California
$457K -$564K -5,796 -56%
AP
422
Americana Partners
Texas
$457K – – –
CCM
423
Cutler Capital Management
Massachusetts
$455K -$1.66K -17 -0.4%
CL
424
CIM LLC
New York
$451K +$2.34K +24 +0.5%
CIA
425
Choate Investment Advisors
Massachusetts
$450K – – –